March 29-30

October 12-13

Description:
Meeting focus is on trends and developments within the annuity space at non-bank broker dealers. Agenda topics include product developments, industry trends, regulatory changes, best practice metrics, technology and process support.

Typical Attendees:
Insurance/ Annuity Product Managers and/or Overall Investment Product Managers from Wirehouse, Regional and large Independent broker-dealer firms

Description:
Meeting focus is on trends and developments within LTCI , including newer, asset based linked benefit products. Agenda topics include product developments, distribution strategy, industry trends, regulatory changes, best practice metrics, technology and process support.

Typical Attendees:
Insurance/Annuity Product Managers, Overall Investment Product Managers, and Sales Executives from Bank Broker Dealers, Wirehouse, Regional and large Independent broker-dealer firms

Description:
Meeting focus is on best practices to support the sale of life insurance at broker dealers. Agenda topics include product developments, distribution strategy, industry trends, regulatory changes, best practice metrics, technology and process support.

Typical Attendees:
Insurance Product Managers and/or Overall Investment Product Managers, and Insurance Sales Executives from Wirehouse, Regional and large Independent broker-dealer firms

Description:
Meeting focus is on best practices to support the business client segment. Often under penetrated, most distributors view this segment as one of unrecognized opportunity. Agenda topics will include best practices, opportunity, distribution strategies, product menus and various process issues.

Typical Attendees:
Insurance/Annuity Product Managers, Overall Investment Product Managers, Segment Managers and Sales Executives from Bank and non-bank Broker Dealers.

To Be Determined

Description:
Meeting focus is on developing trends in using call centers for the distribution of insurance and investment products. Increasingly used to support specific client segmentation, many bank and non-bank broker dealer organizations are building out or examining the expansion of this delivery channel. Agenda topics will include technology, best practices, business opportunity, expense ratios, product/service strategies, product menus and various process issues.

Typical Attendees:
Segment Managers, Insurance/Annuity Product Managers, Overall Investment Product Managers, and Sales Executives from Bank and non-bank Broker Dealers.